WG Financial Group - Huntsville, Alabama

Jim P.

We have been working with Cris starting about two years before my retirement and now I am 6 months post retirement. As a client of WG Financial, we have had an excellent experience and Cris and his staff are professional, proficient, and experienced, while being easy to work with and friendly.

Cris started by looking at our current financial picture, while asking many questions regarding our plans for the future. He touched on a number of things I hadn’t put much thought into and also referred me to an excellent Estate Attorney.

We are now in early retirement and starting what will hopefully be a long stint in the go-go years. Cris is working to minimize my taxes while ensuring we have income to enjoy this period of our lives. If you are looking for someone to help you put a solid retirement plan in place, you should definitely consider Certified Financial Planner Cris Wallace and WG Financial.

Stacy S.

If you are looking for a financial advisor to help you navigate the retirement years, look no further than Cris and his team at WG Financial. I have had the pleasure of working with Cris for over 2 years and he has been instrumental in guiding and educating me through the retirement process. Cris is knowledgeable, professional, and he has a genuine interest in achieving the best for his clients. I was drawn to his ability to explain the complexities of the financial world in clear, easy to understand language.
When I experienced the loss of a spouse recently, Cris stepped up to the plate and not only helped me with financial issues and paperwork, he also checked on me frequently to see how I was coping with my loss.
Integrity, compassion, and experience are what make Cris and his team stand out from all the rest.

Kathy C.

We have had the privilege of working with Cris Wallace from WG Financial for 5 years. We needed financial advice and guidance but were hesitant about seeking it. From our very first meeting, Cris took the time to understand our financial goals, aspirations, and concerns. He patiently listened to our questions, addressing each one with a wealth of knowledge and professionalism. His ability to explain complex financial concepts in a clear and concise manner was truly impressive, making it easier for us to make informed decisions about our financial future.
Cris demonstrates a genuine passion for helping us achieve financial success. He goes above and beyond to identify potential risks and opportunities, proactively adjusting our plan to accommodate changing circumstances, especially during the COVID period. His commitment to our financial well-being is evident in the careful consideration he gives to each recommendation, always striving for optimal results.
In addition to his expertise, Cris exhibits remarkable professionalism and integrity. He consistently upholds the highest ethical standards, ensuring that our interests are prioritized. We always feel comfortable entrusting him with sensitive financial information, knowing that he has our best interests at heart. He has given us financial stability we never thought possible.
If you are looking for a trustworthy, knowledgeable, and dedicated financial advisor, we wholeheartedly recommend Cris. Working with Cris and his team has been an absolute pleasure, and we are grateful for the positive impact he has had on our lives. The peace of mind we now have regarding our financial future is truly invaluable.
Thank you, Cris and WG Financial, for your exceptional service and for truly caring about us!

Michael F.

Chris and his team are outstanding. Easy to talk with and you get straight forward information, he was an excellent choice for all of "My money matters". Look forward to seeing him as needed however, trust me with the updates you receive you can rest assured he's watching if you aren't.

James V.

Been listening to Chris' Saturday show on WVNN for awhile and decided to call and see about some advice on where we are and where we need to be with our goals. The call was on time maybe even a little earlier than scheduled. I appreciate this being a punctual person myself! Chris gave us honest sound advice and made it easy to understand! We appreciate Him and his business and hope to work with him more in the future!

Lucy B.

Have been listening to Cris' "Your Retirement Matters" radio show for many years and have learned so much. Glad I finally called him. Highly recommended. Thanks, Cris and company.